At the close of the market on June 25, the Shanghai Composite Index reported 3607.56 points, an increase of 40.91 points, an increase of 1.15%, and a turnover of 483.899 billion yuan; the Shenzhen Component Index reported 15003.85 points, an increase of 219.05 points, an increase of 1.48%, and a turnover of 570.699 billion yuan. The city’s total turnover was 1.054598 billion yuan; the ChiNext index reported 3347.7 points, an increase of 68.54 points or 2.09%, and the turnover was 229.788 billion yuan.
On the disk, the industry sector is generally popular, among which the non-banking financial sector has the top gainers, and the communications sector is sluggish.
CITIC Securities said on the weekend that July is the transition phase of the market from a quiet period to a resonant upward period. It is expected that the ebb of gaming funds during the cross-month period will lead to increased structural volatility in the market. It is recommended to seize the main line of high prosperity and continue to increase the allocation of growth and manufacturing sectors.
It believes that, first of all, the increase in institutional funds in the second quarter is limited, and the expectation of consistent rise drives a large number of gaming funds to enter the market. The ebb of gaming funds may lead to structural market The volatility has increased. Secondly, the overall economy still maintains a steady recovery trend. It is expected that economic data will continue to recover slowly in July, but disturbance factors such as slow pace and local credit risk events have also begun to increase, and policies will remain stable to support continued economic recovery. Finally, domestic macro-liquidity is limited by overseas influence, monetary policy is expected to remain stable, the relative attractiveness of equity assets is highlighted under the guidance of multiple policies, and capital market liquidity is still abundant. On the whole, the market will shift from valuation-driven to profit-driven in July, returning to normal from unanimous rise expectations, and switching from structurally overheated thematic quotes to the main line of mid-year report high prosperity. In terms of configuration, it is recommended to continue to focus on new energy and technology independent and controllable , National Defense Security and Intelligent Manufacturing are four main lines of high-prosperity growth manufacturing. Structural fluctuations in the market will bring new opportunities for entry.
Industrial Securities also believes that the three phases are superimposed in the stable period of the domestic economy, the warm policy period, and the liquidity-friendly period. The recovery of the economy is accelerating, the monetary policy remains stable, the return of capital in the global money market is accelerating the return of risk assets, and the global equity assets are in the “honeymoon period.”
According to Flush iFinD data, in terms of U.S. debt, the 10-year Treasury bond yield rose 5 basis points from yesterday to 1.54%. In terms of foreign exchange, the U.S. dollar fell 0.143% to the offshore renminbi to 6.4615 yuan; the U.S. dollar fell 0.2658% to the onshore renminbi to 6.455 yuan.
In terms of Bitcoin, according to the Bitcoin news network Coindesk. As of 8 o’clock on June 28, the price of Bitcoin was $3,4589.4.
On June 28th, you should also pay attention to the following news:
1. Data from the National Bureau of Statistics shows that from January to May, the national scale Industrial enterprises achieved a total profit of 3,424.74 billion yuan, a year-on-year increase of 83.4%, an increase of 48.0% over the first five months of 2019, and an average increase of 21.7% over the two years. In May, industrial enterprises above designated size achieved a total profit of 829.92 billion yuan, a year-on-year increase of 36.4%.
2. According to data released by the China Association of Funds Industry, as of the end of 2020, the scale of securities private equity management was 4.32 trillion yuan, an increase of 1.77 trillion yuan from the end of 2019, with 72 companies The management scale of institutions above the scale of 10 billion yuan is as high as 2.23 trillion yuan, accounting for more than half of the management scale of the entire industry. The top five private equity in the industry accounted for 16.79% of the management scale, reaching 725.3 billion yuan, which means that the average management scale of each is as high as 145 billion yuan.
3. According to Xinhua News Agency, the relevant person in charge of the Economic Operation and Regulation Bureau of the National Development and Reform Commission stated in an interview that with the growth of hydropower and solar power in the summer, as well as coal production and With the increase in imports, the contradiction between coal supply and demand will tend to ease. It is expected that coal prices will enter a downward channel in July, and prices will drop significantly.
4. Since the beginning of this year, domestic pork prices have fallen for 22 consecutive weeks, and the industry has suffered serious losses. Under the new situation, how to stabilize pig production and effectively avoid market risks? Monitoring data from the Ministry of Agriculture and Rural Affairs of 500 bazaars across the country showed that in the fourth week of June, the national average price of live pigs was 13.76 yuan/kg. Starting from 36.01 yuan/kg in the third week of January, it has fallen for 22 consecutive weeks, with a cumulative decline of 62%. In the fourth week of June, the national pork price was 24.60 yuan/kg, a decrease of 29.62 yuan/kg from the third week of January, a cumulative decrease of 54.6%.
5. Tesla Motors (Beijing) Co., Ltd. recalled some imported Model 3 electric vehicles produced between January 12, 2019 and November 27, 2019. A total of 35665 vehicles. Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles produced from December 19, 2019 to June 7, 2021, a total of 211,256; from January 1, 2021 to June 7, 2021 Some domestic models producedY electric vehicles, a total of 38,599 units. Vehicles within the scope of this recall may cause the driver to activate the active cruise function by mistake due to the problem of the active cruise control system. Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will use OTA technology to upgrade the active cruise control software for vehicles within the scope of the recall for free. Users can complete the software upgrade without going to the store.
6. According to a survey by a reporter from the Securities Daily, among the hot second-tier cities, Nanjing, Zhengzhou, Chongqing, Wuhan, Hangzhou, Hefei and other cities have experienced tightening of bank mortgage business The phenomenon: some banks have suspended their second-hand housing loan business, and even some banks have suspended the acceptance of new housing mortgage business.
6. According to the issuance arrangement, 9 new shares will be listed for subscription temporarily this week, as follows:
Monday : Incorporated purchase code: 787087
Tuesday: CIMC Vehicles purchase code: 301039
Honghuashu Section subscription code: 787789
Wednesday: Yonghe share subscription code: 707020
Shimao Energy subscription code: 707028< br>
Kede CNC purchase code: 787305
Thursday: Zhongke Tongda purchase code: 787038
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